Possible scenario
Negotiated Bill Rewrite
45% Chance
The most likely outcome is that lawmakers keep the idea of federal AI safety oversight but rewrite the bill after criticism that 10^25 FLOPs is stale and captures too many small labs. Anthropic preserves some policy influence, but the final text becomes less aggressive and more tied to frontier-model scale.
Secondary impacts
- Technology +0.3%
- Business Services +0.2%
Tickers
- META+0.4%
- MSFT+0.1%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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